At a Glance
- Tasks: Support Financial Advisers by producing suitability reports and managing case progression.
- Company: Respected financial planning practice with a strong reputation for professionalism.
- Benefits: Competitive salary, hybrid working, funded qualifications, and generous holiday allowance.
- Other info: Flexible career paths available, whether you want to stay a Paraplanner or become an Adviser.
- Why this job: Join a supportive team focused on high-quality advice and long-term career growth.
- Qualifications: Experience as a Paraplanner and producing suitability reports is essential.
The predicted salary is between 35000 - 45000 £ per year.
A Paraplanner job with a respected and growing financial planning practice. This role offers a strong opportunity for current Paraplanners looking for a technically focused position within a stable and well-run advice firm. You will join a business that genuinely values Paraplanners and allows you to focus on high-quality advice support rather than administration.
In this role, you will support a small number of Financial Advisers directly, producing suitability reports and technical documentation across pensions, investments, and protection. You will work closely with the Financial Advisers to keep cases moving smoothly and compliantly, using structured processes and established systems. The Paraplanner job sits within a long-standing team where staff retention is high and expectations are clear.
Key aspects of the role include:
- Writing suitability reports across pensions, investments, and protection
- Direct Paraplanner support to advisers rather than pooled support
- Cash flow modelling and technical research
- Liaising with advisers to discuss progress of cases
- Managing your own workflow and case progression
This position suits someone seeking long-term stability, a respectful culture, and flexibility around career direction. You can remain a career Paraplanner or explore progression to become a Financial Adviser over time if that aligns with your goals.
Paraplanner Requirements:
- Essential - experience working as a Paraplanner within a financial planning firm
- Essential - experience producing suitability reports across pensions and investments
- Desirable - Diploma qualification or working towards
- Desirable - experience with cash flow modelling
- Desirable - CRM experience such as Salesforce
The Company:
The company is a well-established financial planning practice with a strong reputation for professionalism, adviser quality, and internal development. The culture is supportive, structured, and long-term focused.
Paraplanner Benefits:
- Salary circa 35,000 to 45,000 depending on experience
- Full-time, permanent position
- Hybrid working with a minimum of three days office-based
- Pension, life cover, and health cash plan
- Funded professional qualifications and exam support
- 25 days holiday plus bank holidays
Location: Harrogate. You should be within a reasonable commuting distance. If you are a Paraplanner looking for a technically focused role within a stable and professional environment, apply today for a confidential discussion.
Paraplanner. Job in Harrogate LilyLifestyle Jobs employer: United Cerebral Palsy of Georgia
Join a respected financial planning practice in Harrogate that prioritises the role of Paraplanners, offering a supportive and structured work culture. With a focus on professional development, you will have access to funded qualifications and a clear pathway for career progression, whether you choose to remain a Paraplanner or advance to a Financial Adviser. Enjoy a competitive salary, hybrid working options, and a generous holiday allowance in a stable environment that values your expertise.
Contact Details:
United Cerebral Palsy of Georgia Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner. Job in Harrogate LilyLifestyle Jobs
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know about opportunities at firms like the one in Harrogate. A friendly chat can sometimes lead to job openings that aren't even advertised!
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Since this role focuses on producing suitability reports and cash flow modelling, make sure you can discuss these topics confidently. We want you to shine when it comes to showcasing your expertise!
✨Tip Number 3
Don’t forget to tailor your approach! When you apply through our website, highlight your experience with pensions and investments specifically. This will show that you’re not just any Paraplanner, but the right fit for this particular role.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. Plus, it shows your enthusiasm for the position and helps build a positive rapport with the hiring team.
We think you need these skills to ace Paraplanner. Job in Harrogate LilyLifestyle Jobs
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights your experience as a Paraplanner, especially your work with suitability reports and technical documentation. We want to see how your skills align with the role, so don’t be shy about showcasing your achievements!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about the Paraplanner role and how you can contribute to our supportive culture. Keep it concise but engaging – we love a good story!
Showcase Your Technical Skills:Since this role is technically focused, make sure to mention any relevant experience with cash flow modelling or CRM systems like Salesforce. We’re keen to see how you can hit the ground running in our structured environment.
Apply Through Our Website:We encourage you to apply directly through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves. Plus, it’s super easy!
How to prepare for a job interview at United Cerebral Palsy of Georgia
✨Know Your Stuff
Make sure you brush up on your knowledge of pensions, investments, and protection. Be ready to discuss your experience with producing suitability reports and any technical research you've done. This will show that you're not just familiar with the role but genuinely passionate about it.
✨Showcase Your Workflow Management
Since managing your own workflow is key in this role, be prepared to share examples of how you've successfully managed case progression in the past. Talk about any structured processes or systems you've used to keep things running smoothly.
✨Ask Insightful Questions
Prepare some thoughtful questions about the company culture and the team you'll be working with. This shows that you're interested in more than just the job itself and want to ensure it's a good fit for both you and them.
✨Highlight Your Long-Term Goals
This position offers stability and potential career progression. Be open about your aspirations, whether you want to remain a Paraplanner or eventually transition to a Financial Adviser. This will demonstrate your commitment to growing within the company.
